U.S. authorities have been tracking an Iranian-linked crude tanker across the Atlantic for more than two weeks now. The vessel, flagged under Guyana, carries sanctioned oil and has become the focus of heightened scrutiny following an earlier boarding attempt off Venezuela's coast last month that ended unsuccessfully. Intelligence suggests Washington is mobilizing resources for a potential seizure operation. This escalation in energy market tensions—particularly around sanctioned commodities—underscores the persistent geopolitical friction that often ripples through crude prices and broader commodity markets, with spillover effects on macro-sensitive asset classes including cryptocurrencies tied to energy correlations.